Is This $17.5 Billion Nuclear Stock Your Path to Wealth?

Key Points

BWX Technologies holds a significant position in the nuclear supply chain. It possesses greater scale and diversification compared to many of its competitors in the industry. There are 10 stocks that may be more favorable than BWX Technologies for investment.

The nuclear energy market experienced a decline for a decade following the 2011 Fukushima disaster. However, it has seen a resurgence in recent years as countries focus on decarbonization initiatives and the demand for cloud computing, AI, data centers, and industrial automation increases.

According to the International Energy Agency (IEA), global nuclear capacity is expected to grow by over 50% from 2025 to 2030. Investors looking to benefit from this long-term trend should consider examining BWX Technologies (NYSE: BWXT), a $17.5 billion company that serves as a key player in the nuclear energy sector. BWX is more diversified than most of its industry peers.

Why BWX Technologies is a Great Long-Term Investment

BWX Technologies is the leading producer of specialized nuclear components, fuel systems, and naval reactor systems in North America. It is one of the few companies authorized to handle regulated nuclear materials, work with high-assay enriched uranium (HALEU) and tri-structural isotropic (TRISO) fuel, and produce naval reactor components for the U.S. Navy.

Additionally, BWX is developing modular microreactors that can be deployed in smaller areas as part of Project Pele, one of the most important U.S. advanced nuclear programs. Its strong presence in the defense market has helped it avoid the impact of the post-Fukushima decline in nuclear spending. In 2025, its year-end backlog increased by 50% year over year to $7.3 billion.

Analysts predict that BWX’s revenue and earnings per share (EPS) will grow at compound annual growth rates (CAGRs) of 13% and 16%, respectively, from 2025 to 2028. While it may not seem like a bargain at 37 times next year’s earnings, its growing backlog and long-term strengths support this premium valuation.

Should You Buy Stock in BWX Technologies Right Now?

Before purchasing stock in BWX Technologies, consider the following:

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Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends BWX Technologies. The Motley Fool has a disclosure policy.